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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $1.8B AUM 646 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 357 New 173 Added 91 Reduced 298 Exited
Page 5 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 LHX L3Harris Technologies Inc Industrials 1,309 $452K 0.08% SOLD
82 BW Babcock & Wilcox Enterprises Inc Industrials 30,600 $450K 0.08% SOLD
83 CTVA Corteva Inc Basic Materials 5,363 $449K 0.08% SOLD
84 Damora Therapeutics Inc. 17,293 $448K 0.08% SOLD
85 JBT Marel Corp. 3,500 $448K 0.08% SOLD
86 TFC Truist Financial Corporation Financial Services 9,560 $439K 0.07% SOLD
87 Entergy Corp. 3,861 $434K 0.07% SOLD
88 TSN Tyson Foods, Inc. Consumer Defensive 6,700 $429K 0.07% SOLD
89 CAL Caleres Inc Consumer Cyclical 40,500 $427K 0.07% SOLD
90 ALGM Allegro Microsystems Inc. Technology 13,500 $426K 0.07% SOLD
91 FDX Fedex Corp Industrials 1,182 $421K 0.07% SOLD
92 HON Honeywell International Inc Industrials 1,844 $417K 0.07% SOLD
93 SBET SharpLink Gaming Inc. Financial Services 64,000 $413K 0.07% SOLD
94 VICR Vicor Corp. Technology 2,545 $410K 0.07% SOLD
95 IAG Iamgold Corp. Basic Materials 21,515 $405K 0.07% SOLD
96 AtaiBeckley Inc. 113,400 $401K 0.07% SOLD
97 FCX Freeport-McMoRan Inc Basic Materials 6,826 $401K 0.07% SOLD
98 UI Ubiquiti Inc Technology 500 $395K 0.07% SOLD
99 SOUN SoundHound AI Inc Technology 57,400 $394K 0.07% SOLD
100 SNCY Sun Country Airlines Holdings Inc Industrials 23,600 $390K 0.07% SOLD
Page 5 of 15  ·  298 positions
Sector Allocation
Technology 40.7%
Industrials 16.9%
Healthcare 11.8%
Financial Services 8.5%
Consumer Cyclical 5.9%
Energy 3.9%
Communication Services 3.7%
Consumer Defensive 3.1%
Basic Materials 3.0%
Real Estate 1.9%